Ifg Advisory, LLC

Ifg Advisory, LLC (CRD# 168012) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,072,526,496 in 5,604 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,073
    MILLION
  • Total Number of Accounts
    5,604
    ACCOUNTS
  • Average Account Value
    $191,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CT, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Ifg Advisory, LLC
Showing 1 - 10 of 75 top financial advisors.
1
Trenton J. Adams
CRD#: 4829259
200 Ashford Center North, Suite 400, Atlanta, GA 30338
96
Wealthminder
score

Trenton Adams (CRD# 4829259) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 13 years of experience in the finance industry. Trenton Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gary S. Alpert
CRD#: 3181282
200 Ashford Center North, Suite 400, Atlanta, GA 30338
96
Wealthminder
score

Gary Alpert (CRD# 3181282) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 19 years of experience in the finance industry. Gary Alpert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Emmett H. Cloud
CRD#: 3125036
200 Ashford Center North, Suite 400, Atlanta, GA 30338
96
Wealthminder
score

Emmett Cloud (CRD# 3125036) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 17 years of experience in the finance industry.

4
William C. Evans
CRD#: 2930883
440 Center Street, West Columbia, SC 29169
96
Wealthminder
score

William Evans (CRD# 2930883) is an Investment Advisor Representative working at Ifg Advisory, LLC in West Columbia, SC and has over 20 years of experience in the finance industry. William Evans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Rebekah J. Fero
CRD#: 1878053
17843 Murdock Circle, Unit 7b, Port Charlotte, FL 33948
96
Wealthminder
score

Rebekah Fero (CRD# 1878053) is an Investment Advisor Representative working at Ifg Advisory, LLC in Port Charlotte, FL and has over 23 years of experience in the finance industry. Rebekah Fero has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Michael S. Gaddy
CRD#: 3113309
301 Green Street, Suite 100d, Gainesville, GA 30501
96
Wealthminder
score

Michael Gaddy (CRD# 3113309) is an Investment Advisor Representative working at Ifg Advisory, LLC in Gainesville, GA and has over 19 years of experience in the finance industry. Michael Gaddy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
John R. Healy
CRD#: 2411627
200 Ashford Center North, Suite 400, Atlanta, GA 30338
96
Wealthminder
score

John Healy (CRD# 2411627) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 24 years of experience in the finance industry.

8
Jacqueline J. Hewett
CRD#: 2517729
200 Ashford Center North, Suite 400, Atlanta, GA 30338
96
Wealthminder
score

Jacqueline Hewett (CRD# 2517729) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 23 years of experience in the finance industry. Jacqueline Hewett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Laura J. Latourette
CRD#: 2538492
81 Crown Mountain Pl. Suite A-500, Dahlonega, GA 30533
96
Wealthminder
score

Laura Latourette (CRD# 2538492) is an Investment Advisor Representative working at Ifg Advisory, LLC in Dahlonega, GA and has over 20 years of experience in the finance industry. Laura Latourette has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Kelly M. Lee
CRD#: 4828395
200 Ashford Center North, Suite 400, Atlanta, GA 30338
96
Wealthminder
score

Kelly Lee (CRD# 4828395) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 13 years of experience in the finance industry. Kelly Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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